How a visit works · from intake to discharge
How a visit works
Four calm steps. No mystery procedures. You always leave with a chart you can hand to a client.
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Intake at the front desk
Tell us which patient sites are wheezing — host, approximate site count, and what’s gone a little feral. We reply within one business day with two checkup times.
Deliverable: intake chart + call hold -
Vitals & health check
We run a free health check on up to three sites: updates lag, backup posture, form delivery, malware signals, and host quirks. Plain English, not a jargon wall.
Deliverable: health-check PDF (vitals sheet) -
Care plan & admit
We recommend Essentials, Growth, or Partner — or a one-off rescue. Flywheel connects happen with staging first so there’s no downtime drama on admit day.
Deliverable: care plan + connect checklist -
Ongoing watch & discharge notes
Updates one plugin at a time, backups before every change, ticket watch, and a monthly care report your clients will actually read. When a rescue closes, you get discharge notes.
Deliverable: monthly care report · discharge notes
Bring a patient to intake
Twenty-minute checkup. Up to three sites. You’ll know what’s healthy, what’s watchful, and what’s critical — before you commit.